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Twin Peaks Wealth Advisors’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio EFAX Stock Details EFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-296
Closed -$14.7K – 792
2026
Q1 		$14.7K Buy
+296
New +$15.4K ﹤0.01% 846
2025
Q3 		– Sell
-296
Closed -$14.3K – 713
2025
Q2 		$14.3K Buy
+296
New +$13.3K ﹤0.01% 749

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Twin Peaks Wealth Advisors's EFAX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q2 2026, closing a stake of 296 shares — an estimated $14.7K sold.

Twin Peaks Wealth Advisors first reported a position in EFAX in Q2 2025 and held it in 2 quarters. The position peaked at $14.7K in Q1 2026. 97 funds tracked by Wall St. Rank hold EFAX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 296 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q2 2026, an estimated $14.7K.
  • Twin Peaks Wealth Advisors first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $14.7K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.